ACIOAptus Collared Income Opportunity ETF
ACIO Fund Description
ACIO is an actively-managed portfolio of US large cap equities as well as corresponding options collars for those constituents.
ACIO Factset Analytics Insight
ACIO has the unique strategy of attaching an options collar to its constituents. An options collar is the combination of selling a call and buying a put to limit both downside risk and upside gains from capital appreciation. The stocks themselves are selected based on the adviser’s assessment of the likelihood that the dividends paid by the issuer will increase or remain stable and based on the liquidity of the options available for such security. In assessing this, the factors primarily used are related to yield, earnings growth, revenue growth, and distribution history.
ACIO MSCI ESG Analytics Insight
Aptus Collared Income Opportunity ETF has an MSCI ESG Fund Rating of A based on a score of 5.76 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Aptus Collared Income Opportunity ETF ranks in the 39th percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ACIO Summary Data
ACIO Portfolio Data
ACIO Index Data
ACIO Portfolio Management
ACIO Tax Exposures
ACIO Fund Structure
ACIO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ACIO. ACIO is rated a 5 out of 5.
ACIO Sector/Industry Breakdown
ACIO Top 10 Holdings[View All]
ACIO Economic Development
ACIO Performance Statistics
ACIO MSCI ESG Ratings
ACIO Benchmark Comparison Summary
ACIO Benchmark Comparison Market Cap Size